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HSBC Medium to Long Duration Fund vs UTI Medium to Long Duration Fund compare
HSBC Medium to Long Duration Fund - Regular Growth
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹49 Cr | ₹316 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 10 Dec 2002 | 18 Jul 1998 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium to Long Duration Fund BIII Index | CRISIL Medium to Long Duration Fund AIII Index |
| Turn Over | 27% | 78% |
| Expense Ratio | 1.9 | 1.61 |
| Manager | Shriram Ramanathan | Sunil Madhukar Patil |
| ISIN Code | INF336L01776 | INF789F01406 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.2% | -0.29% |
| 6 Month | 4.2% | 4.28% |
| 1 Year | 8.28% | 8.88% |
| 3 Year | 7.06% | 7.77% |
| 5 Year | 4.59% | 8.36% |
SIP Return Analysis
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.19% | 2.2% |
| 1 Year | 8.23% | 8.64% |
| 3 Year | 7.43% | 8.02% |
| 5 Year | 5.83% | 8.55% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.16% | 8.14% |
| 3 Year | 6.8% | 7.54% |
| 5 Year | 6.99% | 7.18% |
Risk Management
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.279% | 4.312% |
| Sharp | -0.714% | 0.478% |
| Beta | 1.036% | -0.271% |
| Alpha | -1.506% | 2.074% |
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Fund Managers
| Scheme Name | HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Name | Shriram Ramanathan | Sunil Madhukar Patil |
| Total AUM | ₹32638 Cr | ₹6910 Cr |
| Funds Managed | 11 | 4 |
| HSBC Medium to Long Duration Fund - Regular Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Medium to Long Duration Fund - Regular Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Medium to Long Duration Fund - Regular Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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